Financial Advisor/Wealth Management

Through a distinctive, whole-picture planning approach, Northwestern Mutual Financial Advisors/Wealth Management Advisors empower their clients to make the most of every single day and plan for important moments in their future. They combine their expertise with a personalized digital experience to help their clients navigate their financial lives every day through a wide range of financial planning services:

Asset and Income Protection

Retirement Planning

Education Funding

Brokerage Services

Investment Advisory Services

Private Client Services

Fee-Based Financial Planning

Concierge Planning

Business Planning

Estate Planning

Trust Services

Our support services, offered exclusively at the NYC-Midtown Group, free you to focus on your clients and enhance the productivity of your practice by providing:

Commitment to ongoing learning, including staying current on financial news, laws, and the impacts to their clients

Proactive and focused on providing excellent customer service

Has a history of professional success

Benefits:

Exceptional income potential

Comprehensive medical coverage

Two company-funded retirement plans (pension and 401k plan)

Sponsorship and training for licenses and professional designations

Group life and disability income insurance

Company DescriptionFor more than 160 years, Northwestern Mutual has been helping families and businesses achieve financial security. Northwestern Mutual is a Fortune 100 company that provides a wide range of financial services to more than 4.5 million people. As a mutual company with no shareholders, we focus solely for the benefit of providing protection, financial strength, and product value to our clients.

Size: $265 billion in company assets. $28.1 billion in revenue. Ranked 97 on the Fortune 100 list. 4.5 million clients.

World’s Most Admired: We are among the “World’s Most Admired” companies, according to Fortune magazine’s annual survey.